How do I enter a one-time charge?

1. Open the customer's account and click the Charge tab.
2. If you want to create a charge using a bill code, leave the Type of charge set to Code and enter a bill code in the box to the right that reads None.
3. If you want to create a charge without using a bill code, click the Type menu and select Regular, Special Pick Up, or whatever description is most appropriate, then enter what you're charging the customer in the Amount box.
4. Set the Period Start Date and Period End Date, if desired. (Even if you plan to make a prorated charge set this for the full month/quarter).
5. To make a prorated charge, select the checkbox that says Prorate. If the customer’s start or end date falls between the period start and end date for this charge, they will be charged a prorated amount based on the number of days they’re active within the assessment period. Note that if you’re using a bill code to make this charge, Prorate when needed must be checked on the bill code itself.
6. Click Save to charge the customer.

About Customer Charges

Most charges to customer accounts will not be done from this window. This window is usually used to make one-time charges to customer accounts—special pickups, prorated charges for new customers, balances from a previous billing system, deposits, etc. It can also be used to enter payments, credits, and write-offs. For further information on the actions available from this window, see the entry on the Charge tab.